SMART Estimator

Creating a Revision or Variation

  1. Overview of Revisions / Variations

    During the course of the project and after the quotation has been sent, the scope of work may change, and scaffold plans, designs, or specifications may need to be updated or corrected. Whether it’s because of unforeseen circumstances, site conditions or simply fixing any inaccuracies in the estimation, etc.

    Using this documentation, we will create a Revision / Variation of your existing estimation project. Click on the buttons below to learn how to create a Revision or Variation.

  2. Creating a Revision

    A Revision is the production of a revised quote in response to a prospective client’s feedback. This involves updating the existing estimation project to account for changes in design, specifications, or scope without deviating significantly from the original scope.

    To create a revision, first, click on the Revision option in the home menu. Navigate to the project dashboard and locate the estimation project that requires revision. Select the project and click on the Create Revision button in the project actions menu.

    This process generates a copy of the existing estimate with your items, saved directly to the project list. It also denotes an amended contract number denoted by a (-rev1) suffix. Subsequent revisions will increment the revision number accordingly.

  3. Creating a Variation

    A Variation occurs when there is additional work to the quoted item. Usually, this occurs as a result of client requests, unforeseen site conditions, or regulatory requirements. Variations typically introduce new elements or significantly modify the original estimation.

    To create a variation, first, click on the Variation option in the home menu. Navigate to the project dashboard and locate the estimation project that requires revision. Select the project and click on the Create Variation button in the project actions menu.

    Similar to a Revision, this action generates a copy of the existing estimate on the project list, marked with a (-var1) suffix. Unlike a revision, it’ll have no items within the project and generate a blank quotation for the new work.

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